Invest In Your Future
Many Americans are concerned that they will either run out of money in retirement or risk not having enough money to maintain the lifestyle to which they’ve become accustomed. That’s why monthly income planning is one of the most important steps in creating the retirement lifestyle you want. Don’t wait to consider your financial options. Annuities can grow your initial assets while offering protected monthly income for the rest of your life that can fill a critical gap in your retirement funds.
Will my monthly income plan get me the money I need?
FIND OUT IF AN ANNUITY IS RIGHT FOR YOU
Retiring comfortably is a goal shared by most. Annuities can provide guaranteed income every month with growth potential. Take our quick quiz to find out if annuities are right for your retirement goals.
Approach
Discussing your retirement can be stressful, but you don’t have to go at it alone. We put together a checklist that covers key questions and concepts to help you prepare for a more productive conversation on how annuities can be an important part of your retirement portfolio. Get started with your annuities conversation by using the checklist provided.
Types of Annuities
There are several types of annuity products available to choose from. Whether you’re looking for income options, legacy planning tools or spousal protection, your advisor can tailor a plan to meet your specific goals.
How Annuities Work
An annuity is a financial product that pays out a fixed stream of payments to an individual, primarily used as an income stream for retirees. Annuities are insurance contracts whose payments are guaranteed by the company issuing the contract
What We Do
Climate Stabalization
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Renewable Energy
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Sustainable Farming
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Wildlife Preservation
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Our Services
Investment Plans
Why settle for an off the shelf investment program? We’re here to provide you with personalized financial planning based on your goals, your time frame and your tolerance for risk. We’ll also be there to help you each step of the way in your pursuit of your personal financial goals.
Plan
Retirement Plans
As we evaluate your portfolio’s performance, we will modify asset percentages and our overall strategy as we see fit so you stay on track with reaching your retirement goals.
We worry about your retirement so you don’t have to.
Grow
Impact Investing
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Manage
Estate Planning
We’ll evaluate all of your investments, insurance policies and more so that you have a plan in place for your loved ones’ futures. Additionally, we’ll provide you with solutions to preserve your estate, reduce taxes and minimize probate costs so you and your family can rest easy knowing everything is taken care of.
Manage
Portfolio Management
Your finances are constantly evolving, and so should your portfolio. Regardless of what changes take place in your personal and professional life, our goal is to deliver the highest return on your investments.
Partnership
Risk Management
Every portfolio has its own unique strengths and weaknesses. Our job is to make sure strengths are capitalized on and weaknesses are overcome through strategic asset allocation.
Growth
Mergers & Acquisitions
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Contact
Get In Touch
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Customized Financial Planning & Investing
First, we’ll get to know you so we can determine the areas of improvement that matter most to you. Then, we’ll discuss your investment personality, such as your preferred risk tolerance, to establish a benchmark for our strategy. All of this information will then serve as the foundation for our relationship moving forward.
The foundation of our investment management services, your new investment strategy will be selected according to your unique needs, goals, risk tolerance and more. We’ll then combine our years of experience with our insight into the markets to select a strategy tailored to your individual financial situation.
Plan
Provides an alternate way to save
An annuity can help you save additional money for retirement once you’ve maxed out other tax-favored investments.
Divesrify
Lets you catch up
Annuities can help you catch up on retirement savings when you have less time to save.
Manage
Offers growth potential
Annuities offer potential for tax-deferred growth and an income stream for life.
One Size Fits One
Create a Strategy That Works For YOU
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How do annuities work?
An annuity is a long-term investment that is issued by an insurance company designed to help protect you from the risk of outliving your income. Through annuitization, your purchase payments (what you contribute) are converted into periodic payments that can last for life.
- Invest a lump sum or invest over a period of time
- Start receiving payments immediately or at some later date
- Select a fixed, variable or indexed rate of return
Fanancial Services
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Retirement Plans
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Estate Planning
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Impact Investing
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Risk Management
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Portfolio Management
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Mergers & Acquisitions
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Let Us Help You Take Your Money To New Heights
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Contact
Get In Touch
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Jim Musgrave, CRPC
Your investment needs, aspirations and financial goals are just that – yours. And your financial plan should reflect that. We can provide you with just the right combination of financial service, support and guidance that make the most sense for you.